JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
PepsiCo
PEP
$203B
| $1.81B | 0.35% |
13,672,058
+431,166
| +3% | +$57M |
|
52
Eaton
ETN
$134B
| $1.78B | 0.34% |
20,382,989
+4,955,108
| +32% | +$433M |
|
53
Health Care Select Sector SPDR Fund
XLV
$33.8B
| $1.78B | 0.34% |
17,797,945
-21,185
| -0.1% | -$2.12M |
|
54
Cigna
CI
$80.2B
| $1.76B | 0.34% |
9,398,470
+1,765,188
| +23% | +$331M |
|
55
Advanced Micro Devices
AMD
$263B
| $1.73B | 0.33% |
32,885,076
-12,665,082
| -28% | -$666M |
|
56
Vanguard S&P 500 ETF
VOO
$724B
| $1.64B | 0.32% |
5,797,805
-239,491
| -4% | -$67.9M |
|
57
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.89B
| $1.64B | 0.32% |
+35,626,738
| New | +$1.64B |
|
58
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.63B | 0.31% |
12,176,005
-3,742,314
| -24% | -$500M |
|
59
Amgen
AMGN
$153B
| $1.62B | 0.31% |
6,878,380
+2,380,375
| +53% | +$561M |
|
60
HDFC Bank
HDB
$181B
| $1.6B | 0.31% |
35,200,875
+227,258
| +0.6% | +$10.3M |
|
61
Honeywell
HON
$136B
| $1.6B | 0.31% |
11,056,829
-3,032,020
| -22% | -$438M |
|
62
O'Reilly Automotive
ORLY
$88.1B
| $1.6B | 0.31% |
3,786,292
+15,433
| +0.4% | +$6.51M |
|
63
ASML
ASML
$290B
| $1.6B | 0.31% |
4,337,493
+378,217
| +10% | +$139M |
|
64
iShares Russell 1000 Growth ETF
IWF
$117B
| $1.59B | 0.31% |
8,282,872
-74,632
| -0.9% | -$14.3M |
|
65
Medtronic
MDT
$118B
| $1.56B | 0.3% |
16,985,461
+3,035,766
| +22% | +$278M |
|
66
Citigroup
C
$175B
| $1.55B | 0.3% |
30,247,750
+3,697,434
| +14% | +$189M |
|
67
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.52B | 0.29% |
8,528,505
-399,276
| -4% | -$71.3M |
|
68
Air Products & Chemicals
APD
$64.8B
| $1.47B | 0.28% |
6,092,944
+10,998
| +0.2% | +$2.66M |
|
69
PNC Financial Services
PNC
$80.7B
| $1.46B | 0.28% |
13,869,306
+664,838
| +5% | +$69.9M |
|
70
Automatic Data Processing
ADP
$121B
| $1.46B | 0.28% |
9,787,091
-222,264
| -2% | -$33.1M |
|
71
Stanley Black & Decker
SWK
$11.3B
| $1.42B | 0.27% |
10,187,065
+1,375,754
| +16% | +$192M |
|
72
Boston Scientific
BSX
$159B
| $1.39B | 0.27% |
39,525,748
+2,051,581
| +5% | +$72M |
|
73
CME Group
CME
$97.1B
| $1.37B | 0.27% |
8,454,772
+314,589
| +4% | +$51.1M |
|
74
Chubb
CB
$111B
| $1.37B | 0.26% |
10,835,078
+4,516,432
| +71% | +$572M |
|
75
Charter Communications
CHTR
$35.7B
| $1.37B | 0.26% |
2,687,625
-855,745
| -24% | -$436M |
|